Managed funds

Australian Property Securities Fund

Zurich Investments Australian Property Securities Fund suits investors seeking exposure to Australia’s diverse property market, through investing in property trusts listed on the ASX. The Fund aims to provide capital growth and regular income over the medium-to-long term, and when added to an existing portfolio, contributes to a growth allocation.

 

  • Overview

    How the fund works

    Zurich’s Australian Property Securities Fund aims to provide investors with an income stream and capital growth over the medium to long-term. The Fund aims to outperform the S&P/ASX 300 AREIT Accumulation Index over a period of five years.

    Watch the following short videos to find out how Zurich’s Australian Property Securities Fund works.


    Click on the thumbnails below to learn more about the Australian Property Securities Fund:
  • About the manager

    About the manager

    Zurich Investments provides exclusive access to specialist managers recognised as being amongst the best in their area of expertise. We appointed Renaissance Property Securities Pty Ltd (Renaissance) as the strategic investment partner for the fund in November 2005.

    Renaissance, a boutique manager established in April 2003, is owned by two experienced investment professionals who directly manage the Zurich Fund. With over 45 years’ combined experience, investors benefit from the Fund Managers’ successful track record and focused expertise in Australian property securities investing.

    The fund aims to identify and invest in property securities whose market price is less than its intrinsic value, based on research and an assessment of their underlying value. The investment team conducts rigorous individual stock research with the choice of securities not limited to those represented in the industry benchmark.

     

    Carlos Cocaro
    Portfolio Manager
    Damien Barrack
    Portfolio Manager
  • Performance

    Performance

    Performance returns quoted are compound rates of return calculated on exit prices and assume reinvestment of distributions. Returns are calculated net of all ongoing fees and any taxes payable by the fund. The benchmark return shown is a gross return. Figures shown are rounded to two decimal places.

    *Inception date is 28 February 2000

  • Downloads

 

 

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Recommended by

The Australian Property Securities Fund is recommended by these leading research houses:

Morningstar Gold

Gold as at 21 May 2018
Funds with a Gold rating are our highest conviction recommendations and stand out as best of breed for their investment mandate.#

Zenith


Highly Recommended
Recommended products are deemed strong investments within their respective asset class, typically rating first quartile on most criteria.^



Award winning



Professional Planner | Zenith Fund Awards Winner: AREIT
Zurich and Renaissance Property Securities are the Professional Planner | Zenith Fund Awards Winner for 2017 in the AREIT category.~

Morningstar Awards 2017


Fund Manager of the Year: Property & Infrastructure
Zurich and Renaissance Property Securities win 2017 Morningstar Fund Manager of the Year in Property & Infrastructure Category.°

Money Magazine Award 2018


Best Property Securities Fund
The Zurich Australian Property Securities Fund was awarded Best Property Securities Fund category in Money magazine’s 2018 Best of the Best awards